Customer Success Manager (Sage Intacct)

Columbus, OH, US • Posted 1 day ago • Updated 5 hours ago
Full Time
On-site
USD $50.00 - 70.00 per hour
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Job Details

Skills

  • Augmented Reality
  • Affinity Propagation
  • Order To Cash
  • General Ledger
  • Treasury
  • Data Mapping
  • Testing
  • Reporting
  • Accounts Receivable
  • Cash Management
  • Order Entry
  • Invoices
  • Dimensional Modeling
  • Treasury Management
  • Customer Facing
  • Documentation
  • Training
  • Optimization
  • Product Management
  • Roadmaps
  • Data Flow
  • Sales
  • Demonstrations
  • Product Demonstration
  • Software Design
  • Intacct
  • Sage
  • ACH
  • RTP
  • Payments
  • Embedded Systems
  • Banking
  • Accounting
  • Finance
  • Financial Services
  • Workflow
  • API
  • Enterprise Resource Planning
  • Taxes
  • Life Insurance
  • Collaboration
  • Partnership
  • Business Transformation
  • Law

Summary

Our client is looking for a Sage ERP Consultant to support the implementation and optimization of Connected Payments. This is a 5 month contract-to-hire opportunity.
Description: Seeking an experienced Sage ERP Solutions Consultant to support the implementation and optimization of Connected Payments, their integrated payments and treasury automation solution for clients using Sage ERP platforms. This role sits within the Enterprise Payments organization and focuses on enhancing clients' payment acceptance, settlement, cash application, and banking workflows through seamless integration with client financial services. The ideal candidate brings deep functional knowledge of Sage ERP (Sage Intacct strongly preferred) and has hands on experience designing and deploying financial system integrations and payment workflows.

Key Responsibilities
Client Implementation & Integration
  • Lead end to end implementation of the Connected Payments solution within client Sage ERP environments (Sage Intacct, Sage 100/300/500).
  • Conduct business requirements discovery for AR, AP, Banking, Order to Cash, General Ledger, and reconciliation workflows.
  • Configure Sage modules, dimensions, workflows, permissions, and reporting elements to support integrated payment and treasury processes.
  • Support integration activities, including data mapping, API review, connection setup, and end to end testing with client services.

Solution Design & ERP Configuration:
  • Translate business needs into functional specifications for Sage configurations, custom fields, workflows, and reporting.
  • Configure or advise on Sage features such as:
    • Accounts Receivable & Cash Management
    • Order Entry & Invoicing
    • Dimensions (Sage Intacct)
    • Bank Feeds / Reconciliation tools
    • Smart Rules, Smart Events, and workflow automation
    • Validate integration behaviors and ensure correct handling of settlements, refunds, chargebacks, and cash application processes.

Client Advisory, Support & Enablement:
  • Act as a trusted Sage ERP subject matter expert for payments, bank integrations, and automated treasury operations.
  • Provide troubleshooting for integration issues, workflow challenges, or ERP configuration gaps.
  • Develop and deliver client facing documentation, training materials, and recommended best practices.
  • Support ongoing optimization of clients' financial automation and reconciliation processes.

Cross Functional Collaboration:
  • Work closely with Connected Payments product management to share client insights and influence roadmap enhancements for Sage users.
  • Partner with engineering teams to validate feature releases, APIs, data flows, and integration performance.
  • Assist sales engineers and relationship managers during pre sales cycles by providing Sage expertise, demo support, and solution design input.

Additional Skills & Qualifications
Preferred Qualifications
  • Sage Intacct certifications (Implementation Specialist, Accounting Specialist, Platform Services) or Sage ERP product certifications.
  • Experience with ACH, RTP, card processing, wire payments, or embedded banking/fintech integrations.
  • Background in ERP consulting, accounting/finance technology, or financial services.
  • Experience with workflow automation, API integrations, or custom ERP enhancements.

Job Type & Location
This is a Contract to Hire position based out of Columbus, OH.
Pay and Benefits
The pay range for this position is $50.00 - $70.00/hr.
Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following:
Medical, dental & vision
Critical Illness, Accident, and Hospital
401(k) Retirement Plan - Pre-tax and Roth post-tax contributions available
Life Insurance (Voluntary Life & AD&D for the employee and dependents)
Short and long-term disability
Health Spending Account (HSA)
Transportation benefits
Employee Assistance Program
Time Off/Leave (PTO, Vacation or Sick Leave)
Workplace Type
This is a hybrid position in Columbus,OH.
Application Deadline
This position is anticipated to close on May 6, 2026.
>About TEKsystems:
We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.

The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

About TEKsystems and TEKsystems Global Services

We're a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We're a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We're strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We're building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
Employers have access to artificial intelligence language tools (“AI”) that help generate and enhance job descriptions and AI may have been used to create this description. The position description has been reviewed for accuracy and Dice believes it to correctly reflect the job opportunity.
  • Dice Id: 101054TS
  • Position Id: JP-005977576
  • Posted 1 day ago

Company Info

About TEKsystems c/o Allegis Group

We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in strategy, implementation and talent, we work with progressive leaders who drive change. That s the power of true partnership. TEKsystems is an Allegis Group company.

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